Locations
Capital Region of Denmark, Denmark · Copenhagen, Denmark
industry
Finance
Size
11-50 employees
Stage
Seed
founded in
2020
Revolutionising both the wealth management advisory process and the HNWI customer experience. We are already integrated with a long list of custodians (and growing) to both provide advisors with an analytically rich view of their client portfolios and their clients with a branded, ‘easy to use’ app to view their total wealth portfolio (including liquid and illiquid assets in- and outside the scope of the wealth manager). Ultimately, the advisor has better information and more time to advise, and the client has a better and more comprehensive view of their wallet. All of this is available through Performativ turnkey software. Rocket fuel for wealth managers.
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